Ishares Inc (URTH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Inc (URTH) following the 2026 Q1 hedge fund 13F filings?

As of today, URTH has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), URTH gained +12.4% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ishares Inc (URTH)

256 + Investors. Track Smart Money conviction in URTH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — URTH

Based on 261 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added URTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

261 hedge funds hold URTH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q

+48 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 49% buying

106 buying112 selling

Last quarter: 112 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 33 → 34 → 41 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new

134 out of 261 hedge funds have held URTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

36 → 33 → 34 → 41 → 39 new funds/Q

New funds entering each quarter: 33 → 34 → 41 → 39. A growing number of institutions are discovering URTH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 27% new

Of 266 current holders: 146 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

30 of 261 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	256	252	1.59%
13F Shares	16M	14M	16.2%
Total Value	$2.80B	$2.45B	14.38%
New Positions	38	41	-3
Increased Positions	68	88	-20
Closed Positions	34	24	+10
Reduced Positions	79	64	+15
Total Calls	1	1	-
Total Puts	6	0	100%
PUT/CALL Ratio	6.0	0.0	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

256

252

1.59%

13F Shares

16M

14M

16.2%

Total Value

$2.80B

$2.45B

14.38%

New Positions

-3

Increased Positions

-20

Closed Positions

+10

Reduced Positions

+15

Total Calls

Total Puts

100%

PUT/CALL Ratio

6.0

0.0

Bearish

Institutional Holders (2026 Q1)

256 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in URTH. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 URTH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LTS Liquid Investments LLC	21.20%	125,840	$22.7M
2	Sava Penzisko Drushtvo A.D. Skopje	11.13%	202,500	$36.5M
3	Fulcrum Equity Management	8.03%	46,192	$8.3M
4	Evelyn Partners Investment Management (Europe) Ltd	6.50%	104,945	$18.9M
5	Inherent Management Corp.	5.55%	60,650	$10.9M
6	Investments & Financial Planning, LLC	5.47%	55,849	$10.1M
7	Silphium Asset Management Ltd	4.65%	68,200	$12.3M
8	Keystone Global Partners, LLC	4.03%	50,422	$9.1M
9	Obermeyer Wealth Partners	2.90%	349,999	$63.0M
10	Lavelle Capital LP	2.87%	25,688	$4.6M
11	Pictet North America Advisors SA	2.86%	160,097	$28.8M
12	Hyposwiss Advisors SA	2.61%	14,655	$2.6M
13	Arrington Capital Management, LLC	2.53%	20,000	$2.5M
14	Fischer Investment Strategies, LLC	1.89%	18,000	$3.2M
15	Dara Capital US, INC.	1.78%	10,400	$1.9M
16	Mount Capital Ltd	1.72%	23,725	$4.3M
17	Evelyn Partners Asset Management Ltd	1.28%	28,829	$5.2M
18	Sheridan Capital Management, LLC	1.27%	13,416	$2.4M
19	Asset Advisory Group, Inc.	1.21%	13,380	$2.4M
20	Angeles Wealth Management, LLC	1.15%	117,701	$21.2M
21	Federation des caisses Desjardins du Quebec	1.04%	1,598,941	$287.8M
22	Beam Wealth Advisors, INC.	0.94%	21,030	$3.8M
23	KDT Advisors, LLC	0.89%	3,100	$558K
24	Empire Life Investments Inc.	0.85%	77,143	$14.0M
25	Barings LLC	0.77%	265,375	$47.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ishares Inc (URTH)

What does the Smart Money Trend signal show for URTH?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added URTH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for URTH?

More sellers than buyers — 49% buying: Last quarter: 112 funds reduced or exited vs 106 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for URTH holders?

Strong quality — 36% AUM from major funds: 30 of 261 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held URTH?

51% of holders stayed for 2+ years: 134 out of 261 hedge funds have held URTH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ishares Inc (URTH) following the 2026 Q1 hedge fund 13F filings?

As of today, URTH has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), URTH has gained +12.4% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ishares Inc (URTH)

Smart Money Signals — URTH

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~39 new funds per quarter

51% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 55% of holders stayed 2+ years

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — URTH

Hedge Fund Ownership: URTH

Market Analysis: URTH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: URTH

Is It Too Late to Buy Ishares Inc (URTH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: URTH

Statistics: URTH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Inc (URTH)

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